Anic Equity¶
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Total return since start: 0.608 %¶
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Equity now: -----------------------------> 49110.41 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45048.87 Kr¶
PnL: ---------------------------------------> -7.13 Kr¶
DD now: ---------------------------------> -7.549 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 15:39:42.761645'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.090000 | 1666.260000 | 197.260000 | 13.430000 | 1468.999998 |
| Orrön Energy | 180 | -1.960000 | 2159.100000 | 116.100000 | 5.680000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.450000 | 990.500000 | 55.500000 | 5.940000 | 935.000000 |
| Sagax B | 4 | 0.130000 | 898.400000 | 44.400000 | 5.200000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | -0.170000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Catena | 2 | -1.430000 | 826.800000 | 34.800000 | 4.390000 | 792.000000 |
| Hexatronic Group | 12 | -0.430000 | 997.440000 | 30.440000 | 3.150000 | 966.999996 |
| JM | 6 | -1.530000 | 888.600000 | 24.600000 | 2.850000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.410000 | 985.200000 | 24.200000 | 2.520000 | 960.999996 |
| OX2 | 13 | 1.230000 | 966.550000 | 16.550000 | 1.740000 | 949.999999 |
| Biotage | 7 | -0.510000 | 952.700000 | 11.700000 | 1.240000 | 940.999997 |
| Bilia A | 8 | -0.790000 | 908.800000 | 8.800000 | 0.980000 | 900.000000 |
| Gränges | 9 | -0.670000 | 936.000000 | 8.000000 | 0.860000 | 927.999999 |
| HEXPOL B | 9 | 0.000000 | 1027.800000 | 6.800000 | 0.670000 | 1020.999996 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| BioGaia B | 8 | -2.020000 | 931.200000 | 1.200000 | 0.130000 | 930.000000 |
| AcadeMedia | 8 | -1.570000 | 400.000000 | -2.000000 | -0.500000 | 402.000000 |
| Byggmax Group | 33 | -2.640000 | 947.760000 | -8.240000 | -0.860000 | 956.000001 |
| Clas Ohlson B | 12 | -2.260000 | 961.800000 | -11.200000 | -1.150000 | 972.999996 |
| ASSA ABLOY B | 3 | -1.580000 | 767.400000 | -11.600000 | -1.490000 | 779.000001 |
| Sedana Medical | 93 | -5.730000 | 2509.140000 | -11.860000 | -0.470000 | 2521.000011 |
| EQT | 4 | -2.010000 | 819.600000 | -12.400000 | -1.490000 | 832.000000 |
| Alimak Group | 11 | -1.080000 | 908.600000 | -19.400000 | -2.090000 | 927.999996 |
| Addnode Group B | 11 | -0.240000 | 899.800000 | -21.200000 | -2.300000 | 921.000003 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| SKF B | 5 | -1.140000 | 907.750000 | -32.250000 | -3.430000 | 940.000000 |
| Indutrade | 5 | -1.090000 | 1177.000000 | -41.000000 | -3.370000 | 1218.000000 |
| INVISIO | 16 | 0.880000 | 3648.000000 | -41.000000 | -1.110000 | 3689.000000 |
| Latour B | 4 | -0.440000 | 812.400000 | -44.600000 | -5.200000 | 857.000000 |
| Bufab | 3 | -0.630000 | 1044.000000 | -65.000000 | -5.860000 | 1109.000001 |
| Vitec Software Group B | 2 | -3.590000 | 1021.000000 | -66.000000 | -6.070000 | 1087.000000 |
| BHG Group | 97 | -1.760000 | 1357.030000 | -101.970000 | -6.990000 | 1458.999989 |
| Hexagon B | 26 | -2.920000 | 3333.200000 | -127.800000 | -3.690000 | 3461.000010 |
| TOTAL | 45048.870000 | -7.130000 | -7.54878% | 45056.000411 |
Updated:¶
'2023-07-05 15:39:59.553770'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
